Kurv Investment Management LLC

San Francisco, CA · CIK 2027462 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2023 · limited liability company

Assets managed$279.2m
Staff10 · 2 in investment roles
Main clients (by assets)Mutual funds and ETFs 100%
Form ADV · 2026-07-28SEC adviser record

Legal entityKurv Investment Management LLC (US)

Kindmutual funds
Others nearbySan Francisco, CA

$129.6m reported value +37.1% vs Q1 2026

35positions

64.2%in top 10

6 new 24 added 5 reduced 6 sold out vs Q1 2026

Options: 14 call positions ($32.1m notional), 5 put positions ($4.2m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL A GOOGL	GOOGL	41,650	$14.9m11.48%	11.48%	Added +5.1k	+5,096 13.9%
2	INTEL CORP COM INTC	INTC	93,235	$13.0m10.04%	10.04%	Reduced -42.5k	-42,514 -31.3%
3	AMAZON COM INC COM AMZN	AMZN	50,150	$12.0m9.22%	9.22%	Added +6.1k	+6,136 13.9%
4	ADVANCED MICRO DEVICES INC COM AMD	AMD	17,450	$10.1m7.82%	7.82%	Reduced -7.0k	-6,955 -28.5%
5	BROADCOM INC COM AVGO	AVGO	25,515	$9.6m7.44%	7.44%	Reduced -1.8k	-1,849 -6.8%
6	APPLIED MATLS INC COM AMAT	AMAT	7,650	$5.5m4.27%	4.27%	Added +936	+936 13.9%
7	META PLATFORMS INC CL A META	META	9,474	$5.3m4.12%	4.12%	Added +1.1k	+1,144 13.7%
8	APPLE INC COM AAPL	AAPL	18,024	$5.2m4.02%	4.02%	Reduced -3.8k	-3,784 -17.4%
9	TESLA INC COM TSLA	TSLA	9,453	$4.0m3.07%	3.07%	Added +1.1k	+1,144 13.8%
10	NVIDIA CORPORATION COM NVDA	NVDA	17,852	$3.6m2.76%	2.76%	Added +2.0k	+1,955 12.3%
11	NETFLIX INC COM NFLX	NFLX	49,300	$3.5m2.72%	2.72%	Added +6.0k	+6,032 13.9%
12	TERADYNE INC COM TER	TER	6,560	$3.2m2.45%	2.45%	Reduced -3.6k	-3,586 -35.3%
13	UBER TECHNOLOGIES INC COM UBER	UBER	40,800	$2.9m2.27%	2.27%	Added +5.0k	+4,992 13.9%
14	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	9,775	$2.7m2.12%	2.12%	Added +1.2k	+1,196 13.9%
15	RTX CORPORATION COM RTX	RTX	14,025	$2.7m2.05%	2.05%	New
16	HOWMET AEROSPACE INC COM HWM	HWM	9,840	$2.6m2.04%	2.04%	Added +1.3k	+1,296 15.2%
17	GLOBAL X FDS GLOBAL X SILVER SIL	SIL	32,185	$2.5m1.92%	1.92%	Added +4.2k	+4,239 15.2%
18	CISCO SYS INC COM CSCO	CSCO	19,550	$2.3m1.77%	1.77%	Added +2.4k	+2,392 13.9%
19	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	30,340	$2.3m1.77%	1.77%	Added +4.0k	+3,996 15.2%
20	BWX TECHNOLOGIES INC COM BWXT	BWXT	11,685	$2.3m1.75%	1.75%	Added +1.5k	+1,539 15.2%
21	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	4,675	$2.1m1.66%	1.66%	Added +572	+572 13.9%
22	VISTRA CORP COM VST	VST	12,505	$2.0m1.53%	1.53%	Added +1.6k	+1,647 15.2%
23	APPLOVIN CORP COM CL A APP	APP	3,690	$1.9m1.47%	1.47%	Added +486	+486 15.2%
24	HIMS & HERS HEALTH INC COM CL A HIMS	HIMS	51,865	$1.8m1.39%	1.39%	Added +6.8k	+6,831 15.2%
25	MICROSOFT CORP COM MSFT	MSFT	4,675	$1.7m1.35%	1.35%	Added +572	+572 13.9%
26	REDDIT INC CL A RDDT	RDDT	10,045	$1.7m1.35%	1.35%	Added +1.3k	+1,323 15.2%
27	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	17,220	$1.7m1.33%	1.33%	Added +2.3k	+2,268 15.2%
28	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	12,300	$1.4m1.08%	1.08%	Added +1.6k	+1,620 15.2%
29	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	14,350	$1.3m0.98%	0.98%	Added +1.9k	+1,890 15.2%
30	KURV ETF TR KURV YIELD PREM TSLP	TSLP	48,506	$923.2k0.71%	0.71%	Added +5.9k	+5,928 13.9%
31	KURV ETF TR KURV YIELD PREM GOOP	GOOP	16,676	$676.4k0.52%	0.52%	New
32	BLACKROCK ETF TRUST II ISHARES AAA CLO CLOA	CLOA	11,552	$599.7k0.46%	0.46%	New
33	ISHARES TR BLACKROCK ULTRA ICSH	ICSH	11,840	$598.9k0.46%	0.46%	New
34	VANGUARD BD INDEX FDS VANGUARD ULTRA VUSB	VUSB	8,016	$399.0k0.31%	0.31%	New
35	ISHARES TR IBONDS 2027 TERM IBHG	IBHG	18,032	$398.1k0.31%	0.31%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
RTX CORPORATION		12,309	$2.3m12.3k shares
SHIFT4 PMTS INC FOUR	FOUR	27,412	$1.2m27.4k shares
INTUITIVE SURGICAL INC ISRG	ISRG	2,628	$1.2m2.6k shares
ISHARES SILVER TR SLV	SLV	18,576	$1.2m18.6k shares
KURV ETF TR AMZP	AMZP	14,648	$460.7k14.6k shares
FRESHWORKS INC FRSH	FRSH	29,370	$236.1k29.4k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
TESLA INC TSLA · Call	TSLA	Call	625	$4.8m625 shares	Added
GLOBAL X FDS SIL · Call	SIL	Call	12,514	$4.7m12.5k shares	New
MICROSOFT CORP MSFT · Call	MSFT	Call	619	$4.4m619 shares	Added
BLACKROCK ETF TRUST II CLOA · Call	CLOA	Call	6,725	$3.7m6.7k shares	New
ABRDN SILVER ETF TRUST SIVR · Call	SIVR	Call	4,827	$3.5m4.8k shares	Reduced
VANECK ETF TRUST GDX · Call	GDX	Call	2,568	$3.1m2.6k shares	New
ISHARES SILVER TR SLV · Put	SLV	Put	4,130	$2.4m4.1k shares	Reduced
ALPHABET INC GOOGL · Call	GOOGL	Call	891	$2.0m891 shares	New
ISHARES GOLD TR IAU · Call	IAU	Call	1,519	$1.6m1.5k shares	Unchanged
AMAZON COM INC AMZN · Call	AMZN	Call	964	$1.5m964 shares	Added
APPLE INC AAPL · Call	AAPL	Call	493	$876.7k493 shares	Added
SPDR GOLD TR GLD · Put	GLD	Put	355	$743.7k355 shares	Reduced
INVESCO QQQ TR QQQ · Put	QQQ	Put	400	$669.0k400 shares	Added
MARVELL TECHNOLOGY INC MRVL · Call	MRVL	Call	94	$643.9k94 shares	New
APPLIED MATLS INC AMAT · Call	AMAT	Call	34	$615.1k34 shares	New
NVIDIA CORPORATION NVDA · Call	NVDA	Call	307	$359.7k307 shares	New
NETFLIX INC NFLX · Call	NFLX	Call	840	$288.6k840 shares	Added
ALPHABET INC GOOGL · Put	GOOGL	Put	168	$237.5k168 shares	New
AMAZON COM INC AMZN · Put	AMZN	Put	157	$206.1k157 shares	Reduced